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Building 2SELECT MONEY MANAGEMENT, INC.

Map pinLOS ANGELES, CA
Phone3107122323
NotebookSEC #801-71212
Total AUM
$1.8B
Employees
8
Clients
1,031

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2121 AVE. OF THE STARS
SUITE 1600
LOS ANGELES
CA 90067
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
3107122323
Other Offices
1

ReceiptFinancials

Total AUM
$1.8B
Accounts
2,627
Discretionary
$1.8B
Accounts
2,613
Non-Discretionary
$43.9M
Accounts
14

ContactClients

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Individual Clients
507
AUM
$135.3M
HNW Individual Clients
399
AUM
$1.4B
Pension/Profit Sharing Plan Clients
42
AUM
$74.7M
Charitable Organization Clients
46
AUM
$120M
Corporation or Business Clients
37
AUM
$73.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALAZCACOCTDCDEFLGAHIIAIDILINKSMAMDMIMNMOMSMTNCNDNENHNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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